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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
651
Novare Capital Management
North Carolina
$4.5M -$298K -5,985 -6%
CWM
652
Castle Wealth Management
Florida
$4.49M +$142K +2,845 +3%
RG
653
Rathbones Group
United Kingdom
$4.47M +$2.7M +54,135 +153%
GF
654
Gries Financial
Ohio
$4.46M +$14.2K +285 +0.3%
CWM
655
Congress Wealth Management
Massachusetts
$4.45M +$352K +7,055 +9%
FMC
656
First Merchants Corp
Indiana
$4.45M +$330K +6,620 +8%
CFO
657
CVA Family Office
Colorado
$4.44M -$91K -1,825 -2%
SFS
658
Sowell Financial Services
Arkansas
$4.43M +$1.09M +21,805 +33%
CWM
659
Cranbrook Wealth Management
Michigan
$4.42M +$64.1K +1,285 +1%
TWC
660
TD Waterhouse Canada
Ontario, Canada
$4.42M -$159K -2,665 -3%
BIA
661
Bigelow Investment Advisors
Maine
$4.38M +$32.9K +660 +0.8%
MOS
662
MGO One Seven
Ohio
$4.36M +$209K +4,200 +5%
OWM
663
Opes Wealth Management
California
$4.35M +$740K +14,845 +21%
DWM
664
Dakota Wealth Management
Florida
$4.32M +$3.2M +64,135 +284%
SAG
665
SageView Advisory Group
California
$4.29M -$1.3M -26,085 -23%
FG
666
Fiduciary Group
Georgia
$4.28M +$297K +5,965 +7%
NSB
667
Norway Savings Bank
Maine
$4.27M +$4.27M +85,700 New
SFI
668
SPC Financial Inc
Maryland
$4.27M +$459K +9,195 +12%
GA
669
Goldstein Advisors
Wisconsin
$4.24M -$74.1K -1,485 -2%
EFS
670
Essex Financial Services
Connecticut
$4.23M +$160K +3,210 +4%
CAGAS
671
Capital Advisory Group Advisory Services
Minnesota
$4.23M +$92.3K +1,850 +2%
VC
672
Vestor Capital
Illinois
$4.21M +$76.5K +1,535 +2%
SFP
673
Sterling Financial Planning
New Jersey
$4.19M -$131K -2,620 -3%
OWM
674
Olympus Wealth Management
Utah
$4.14M -$18K -360 -0.4%
VVP
675
Venture Visionary Partners
Ohio
$4.13M -$209K -4,185 -5%
25 26
27
28 29